Zobrio

Author name: Tamara Boyd

Zobrio University: Data Entry Tips and Tricks

Data Entry can be frustrating and time consuming. There are many tricks in MIP that can make the process easier and more accurate. This 20-minute webinar will show you a few. We will cover: F5/F6 Auto-Dup functionsEntry defaults Column re-orderingWorkstation preferencesDistribution codesRecurring entries 

Zobrio Actionable Intelligence (ZAI) Budgeting Builds Full Integration with MIP

For Immediate Release April 6, 2021 | St. Louis, Mo. – ZOBRIO announces the integration of Zobrio Actionable Intelligence (ZAI) Budgeting with MIP, Community Brand’s fund accounting solution. ZAI Budgeting is a module in Zobrio’s ZAI ecosystem of software solutions. ZAI Budgeting was designed to extend the financial functionality of Zobrio’s MIP accounting suite. ZAI …

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Getting Started with a Nonprofit Shopping Program

As a nonprofit organization dedicated to fulfilling your mission, sometimes your budget can be tight. Fundraisers are a necessary component of your nonprofit’s operations, but even the most active nonprofits will likely have lulls in their calendar as their fundraising team prepares for their next campaign. Fortunately, your nonprofit can still earn supporter contributions during …

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6 Legal Considerations When Operating in Multiple States

Operating a nonprofit is hard work. Between fundraising, programming, marketing, and  day-to-day considerations related to fund accounting, regulatory compliance, and employment, there’s a lot on your plate. And if your organization has grown its operations beyond its home state, there are even more compliance requirements to navigate. At the federal level, nonprofit compliance is relatively …

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5 Things to Know When Working With Corporate Giving

Corporate giving and corporate philanthropy have become buzzwords in the nonprofit fundraising space, and for good reason. When nonprofits take the time to foster corporate partnerships, these relationships have the potential to become long-lasting, mutually beneficial arrangements between the nonprofit and for-profit world.  As a nonprofit fundraising professional, you might be part of the push …

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Getting Unrestricted Gifts: 3 Tips for a Better Ask

Grants and major gifts enable your nonprofit to make huge strides in fulfilling your mission. However, in addition to program initiatives, your nonprofit also needs operational funding to keep its own doors open.  Expenses such as employee salaries and office rent fall under the category of overhead costs, or general operating expenses. While funding for …

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How to Find the Best CRM for Your Organization

As your organization grows, having a data management system that can keep up is no longer optional — it’s necessary to keep you in business. Nonprofits must organize supporter data to boost efficiency and improve fundraising efforts. These tasks are challenging and time-consuming without a dedicated system, even for the most productive fundraising teams. It’s …

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Evaluating and Streamlining your Budgeting Process

As published by Blackbaud for BBCON 2020 Mention the phrase annual budget review and you might hear a collective groan from department managers and the accounting department. On one hand, successful social good organizations need a thorough budgeting process. On the other hand, why do most participants consider it such a chore? Budgeting certainly sounds simple enough, …

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Zobrio University MIP: Budget Tools

Join us as we explore MIP’s budgeting tools and how to use them as part of your budgeting process. We will cover: Set up: budget versions, budget controls, critical segments Data entry options: manual entry, import from CSV file, budget module Reporting: posted & unposted transaction reports, detail budget/actual transactions, Summary budget comparison, budget worksheets

Zobrio University FE: Using Relative Dates in Financial Statements

If you need reports that show multiple timeframes such as year-to-date last month, one year ago or even two years ago, you can avoid constantly changing the date settings by using relative dates. During this webinar, we will look at the key settings with examples. Also beginning this month, we will show the features in …

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Protecting your Data from Email-Borne Threats, and Phishing

We know your plate is full. Sometimes even a 25-minute webinar is too much of a commitment for your busy schedule. That is why Zobrio’s TechTalk videos are so vital. Zobrio’s TechTalk on-demand videos fit to your schedule and not the other way around. TechTalk’s engaging and concise format will get you up to speed …

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Recorded ZU: Financial Edge Year End Calendar Preparation

December is the month for year-end preparation. This webinar will review what you need to close out 2020 and plan for 2021. In this 30-minute session, we will cover: GL- Fiscal yearsAP- 1099 tracking and the new 1099-NEC formPayroll- Pay schedules, tax tables, W2 reconciliations, ACA   More about Zobrio UZobrio U is a series of …

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Recorded ZU: IT – Why Regular Security Awareness Training is Important

We’ve all gone through mandatory security awareness training, probably when we were first hired. That should be enough, right? Wrong. Data is the lifeblood of any organization, and it is the duty of every employee, no matter their position, to safeguard that data. Just as new security threats come to rise, technology is constantly evolving to …

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Recorded Zobrio U: MIP Financial Statement Formats

Financial Statements are an essential component of any organization. It provides a snapshot of your organization’s financial health, giving critical insight into performance, operations and cash flow. This webinar will cover how MIP helps you format the following components of your financial statement. Topics covered:   Balance sheetRevenue & expenses Combining statement of revenue & expendituresTroubleshooting issues Custom …

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IT Help Desk

THE POSITION We’re welcoming resumes for the Zobrio IT Help Desk full-time position in our St Louis, MO office. If you’re upbeat, ethical, honest and respectful plus a person who knows their way around a server environment, we may just be the company you’re looking for. The IT Help Desk position at Zobrio will be …

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Financial Solution Consultant

THE POSITION We’re welcoming resumes for a consulting position for our financial solutions. If you’re upbeat, ethical, honest and respectful with a consulting and accounting background, we might be the right company for you. Our fund accounting solutions and applications are used in more than 40,000 organizations of all sizes in the Non-Profit, Government and …

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Recorded Zobrio U: Daylight Saving: Time to Check Your Smoke Detectors and Your Data Backup

We know it’s good practice: at the beginning and end of daylight saving, as you set your clocks back or forward, you should change the batteries in your smoke detector. This move can protect you from a dangerous fire. It’s the same thing with your data backups. Check your backups regularly to ensure the data is …

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Zobrio University- Securing the New Normal

The last few months have brought a significant shift in how organizations function on a daily basis. As we all weathered this crisis, we’ve experienced some hard lessons around business continuity, communication and security. Zobrio has been very involved in helping customers set up the necessary equipment and security to keep critical operational activities functioning …

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Recorded Zobrio U: ZAI Assignable Cash Book Views

Learn how to create restricted read only views for your remote departments providing real time online reporting and how to take advantage of ZAI Banking’s unique business intelligence tools. We will cover:  Review of how to create Cashbook viewsWhere and how to assign those views Usability of those views by your stakeholders  More about Zobrio UZobrio U …

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Recorded Zobrio U: IT – Securing the New Normal

The last few months have brought a significant shift in how organizations function on a daily basis. As we all weathered this crisis, we’ve experienced some hard lessons around business continuity, communication and security. Zobrio has been very involved in helping customers set up the necessary equipment and security to keep critical operational activities functioning …

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Recorded Zobrio U: FE Peparing for Auditor Reports

In this 30-minute session, we will focus on preparing for Auditor Reports.The auditing process involves producing reports from the General Ledger and, possibly, the subledgers. This overview session will review the primary reports from the summary and detail information and the common settings used to create and save the reports.  Topics covered:  General ledger balances, …

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Recorded Zobrio U: MIP Preparing for the New 1099-NEC

In this 30-minute session, we will focus on tips for preparing for the New 1099-NEC (Non-Employee Compensation) form, which hasn’t been used since 1982. This form will replace using Box 7 on the current 1099-MISC form when reporting 2020 activity in January 2021. The MIP software 2020.2 that contains these changes is now available. This …

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Recorded Zobrio U: MIP Reconciling Subledgers (AP, Payroll)

In this 30-minute session, we will focus on tips for reconciling subledgers. Topics covered:   Recommended Reconciliation Reports – Revenue & Expense Statements and Trial Balances.What can cause the Subledgers and G/L to be out of balance? Effective Dates!How to locate Sessions that are posted to a closed period. More about Zobrio UZobrio U is a series …

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Recorded Zobrio U: FE Reconciling Subledgers (AP, Payroll)

In this 30-minute session, we will focus on reconciling subdledgers (AP, Payroll).  Topics covered:  Recommended Reconciliation Reports – Revenue & Expense Statements and Trial Balances.What can cause the Subledgers and G/L to be out of balance? Dates!How to locate Transactions in the General Ledger. More about Zobrio UZobrio U is a series of webinars, articles and …

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Recorded Zobrio U: ZAI-Assisting Automated Bank Reconciliation

Learn how you can better understand electronic bank statements and how to take advantage of ZAI Banking’s unique business intelligence tools. In this webinar you will learn about: Maintaining a one-to-one match between your ZAI Bank Ledger and your bank statementOFX files: A standard means of securely transferring financial information via the internetThe ZAI difference …

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Recorded Zobrio U: MIP Data Entry Tools and Tips

In this 30-minute session, we will focus on data entry efficiencies in General Ledger and Accounts Payable.  Topics covered:   Journal entry defaultsVendor defaultsColumn re-orderingRecurring entries  More about Zobrio UZobrio U is a series of webinars, articles and white papers that transform you into a solutions pro. As part of the Zobrio Client Care system, each class offers tips …

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Recorded Zobrio U: FE Data Entry Tools and Tips

 In this 30-minute session, we will focus on data entry efficiencies in General Ledger and Accounts Payable.  Topics covered:  Journal entry defaultsVendor defaults Column re-orderingRecurring entries More about Zobrio UZobrio U is a series of webinars, articles and white papers that transform you into a solutions pro. As part of the Zobrio Client Care system, each class offers tips …

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Recorded Zobrio U: Financial Edge Vendor Management

In this 30-minute session, we will review options to manage vendor information. Topics covered: Merging, purging and deletingUsing multiple addressesAlternate vendor namesChanging how the vendor name sortsAdding and using vendor attributes More about Zobrio UZobrio U is a series of webinars, articles and white papers that transform you into a solutions pro. As part of the Zobrio …

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Recorded Zobrio U: MIP Vendor Management

In this 30-minute session, we will review options to manage vendor information. Topics covered:  Merging and renaming vendorsUsing multiple addressesAlternate vendor namesAdding and using User Defined Fields More about Zobrio UZobrio U is a series of webinars, articles and white papers that transform you into a solutions pro. As part of the Zobrio Client Care system, each …

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Recorded Zobrio U: ZAI and the Power of an API to Save Time and Money

View this short 20-minute webinar to learn how you can take advantage of an API (Application Programming Interface) with ZAI to help you reduce errors and streamline your revenue workflow. Learn how an API can help you: Eliminate manual data entry and or file creation and acceptanceEffortlessly accept receipts from online payments, credit card transactions …

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Recorded Zobrio U: MIP Customizing Columns in Financial Statements

In this 30-minute webinar, we will review the options and examples that allow you to customize financial reports to match your needs such as:  Reporting fund activityComparing budgets to actuals Setting specific time framesUsing formulas in columns More about Zobrio UZobrio U is a series of webinars, articles and white papers that transform you into a solutions pro. …

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Recorded Zobrio U: Financial Edge Customizing Columns in Financial Statements

In this 30-minute webinar, we will review the options and examples that allow you to customize financial reports to match your needs such as:  Reporting fund activityComparing budgets to actuals Setting specific time framesUsing formulas in columns More about Zobrio UZobrio U is a series of webinars, articles and white papers that transform you into a solutions pro. …

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